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  • Blog Post: Write to the CRM logs in a server-side script

    If you are developing a server-side script such as a Create Script, Validate Script or Table Level Script, it is often useful to write debugging information to a log. Jeff has blogged about a technique for doing this using the Scripting.FileSystemObject. I'd like to share with you a very simple...
  • Blog Post: How to filter a pipeline object based on filter screen values

    We know that a LIST block can be filtered based on a standard filter screen block via var filter = eWare.GetBlock("MyFilterBoxName"); var list = eWare.GetBlock("MyListName"); list.ArgObj = filter; Can we filter a pipeline object in a similar fashion? Unfortunately you cannot...
  • Blog Post: Jack's Hack FAQ

    hack [hāk] -verb (used with object): To cut, notch, slice, chop, or sever (something.) To damage or injure by crude, harsh, or insensitive treatment; mutilate; mangle. -computing jargon: A quick job that produces what is needed, but not well. To alter the intended...
  • Blog Post: Getting server side stuff client side (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. In this post I will be exploring the possibilities of combining the CRM.AddContent method and some javascript data transmission...
  • Blog Post: Troubleshooting Sage CRM For Twitter

    The Twitter Component was launched today . Already I have had a few people approach me with issues installing the component. I will blog here the solutions to these issues so we can all learn from the problems. Troubleshooting tips in the documentation First off in the documentation, that...
  • Blog Post: Changing Coaching Captions dynamically

    CRM's coaching caption feature works pretty well for most situations. But if you are doing something complicated, like taking the user through a number of steps in a wizard, only having one caption per ASP page can be a little limiting. In cases like these the following function can help: ...
  • Blog Post: Using AJAX to access server-side objects client-side (for Sage CRM v7.1 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. *** See my recent blog post for information about an AJAX gotchya *** *** See my recent blog post for a different...
  • Blog Post: Filing e-mails against custom entities

    * The code in this article has been updated to fix a bug that caused it not to work for any entity that did not have a prefix that matched the entity name * A while back Jeff Richards wrote a blog post about how to add a button to the communications tab of a custom entity to send an e-mail just like...
  • Blog Post: Including a JavaScript file in CRM screens

    OK, so lets say you have a bunch of javascript functions that you have put into a js file to use on multiple screens, or you want to use a 3rd party javascript library such as jQuery , prototype or scriptaculous with Sage CRM. How do you get the library/libraries loaded? Here are a couple of snippets...
  • Blog Post: Getting around Date field limitations

    SyntaxHighlighter.config.clipboardSwf = '/dp.SyntaxHighlighter/Scripts/clipboard.swf'; SyntaxHighlighter.all(); CRM has a limitation on dates in that you cannot enter dates before the 30th of December 1899. In rare cases you may need to store dates before this date, recently I helped a...
  • Blog Post: Accessing information about secondary entities with GetContextInfo

    Secondary entities are technically never in context so the GetContextInfo method doesn't work for these entities. For example if you wanted to get the current address id this would not work: GetContextInfo('address', 'addr_addressid'); However when you go into the edit screen of...
  • Blog Post: Dynamic HTML fields in CRM 6.2

    In CRM 6.2 HTML editing facilities were included to allow for the creation of HTML e-mails. To achieve this Sage used a javascript component called FCKEditor. You can learn more about this editor at http://www.fckeditor.net/ . It turns out that you can re-use this editor allowing you to put HTML into...
  • Blog Post: Gotchya when using AJAX in CRM Customisations (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. Previously I blogged about using AJAX in CRM Customisations. I found a bit of a gotchya that can cause data-loss. Please...
  • Blog Post: Changing Search Select Advanced display fields

    CRM allows you to change the display fields used in an Search Select Advanced (SSA) field but it does not give you control over the order of the fields displayed. The following function, placed in the custom content of the screen, will allow you to change the order of the display fields: <script>...
  • Blog Post: Modify field on another table in a workflow action

    When choosing a field for the Display Field For Amendment action, you can select fields from the view that are not on the table the rule is based on. For example you can select the comp_primaryuserid if you use the vSummaryOpportunity view to base your rule on. However this will not work by design: You...
  • Blog Post: Utilizing jQuery to make browser proof customizations

    Do you write a lot of client-side JavaScript? Do you want your customizations to work on multiple browsers? If yes, then this article may be of interest to you. Sage CRM v7.2 SP2 shipped with jQuery library version 1.7.1 built-in. It was included to help Sage deliver multi-browser support. But...
  • Blog Post: Conditionally send e-mail on entity creation

    It is common to have CRM send out an e-mail on the creation of a new entity. For example you may have an e-mail sent to the assigned user on a new Opportunity notifying them that a the Opportunity has been created and that it is assigned to them. This is achieved by putting a Send E-mail action on the...
  • Blog Post: Getting scripts into hard-to-reach places (for Sage CRM v7.1sp2 and earlier)

    Note: This article discusses techniques relevant for Sage CRM v7.1sp2 and earlier. If you are using Sage CRM 7.2 please refer to the articles that discuss the new Client Side API. *** Please note that this article describes a technique that exploits undocumented workings of the product. Please read...
  • Blog Post: Troubleshooting Sage CRM for Twitter (Part 3)

    Following on from the last post in the series this is a small post to let you know of the new " SAGE CRM COMPONENTS AND ADD-ONS " forum. In here you can post issues you have with any Sage provided CRM Component and my team and I will endeavour to troubleshoot as quickly as possible. Also...
  • Blog Post: Pixel Perfect gadget contents with jquery

    I thought I'd share this: so I'm trying to create a custom gadget that displays a map and I want it to resize to fit the size of the gadget in a flexible layout. I needed a method of finding the height and width of the IFrame. It turns out this is very easy to do with some simple jquery. ...
  • Blog Post: How Restrictor field works on a Search Select Advanced field

    One of the neat features in CRM is the ability to restrict a Search Select Advanced (SSA) field by another field. An example of this behavior can be seen in the Web Picker screens where the Person SSA is restricted to the people in the company that is selected in the Company SSA. You can even create...
  • Blog Post: Building List screens with FilterBoxes take 2

    *** NOTE: The underlying cause of this problem will be resolved in the 6.2 e patch due 13/01/2010. So no code changes like the ones described in this article will be required to make this work after applying patch 6.2 e. *** A while back Jeff blogged about problem encountered when using ASP to build...
  • Blog Post: Troubleshooting Sage CRM for Twitter (Part 2)

    Following on from the last post on troubleshooting here is another gotchya. At the component install screen you cannot enter more than 40 characters for the proxy server address. This has been fixed. Please download the latest component file to get this fix.
  • Blog Post: Changing the sort order of an SSA (Search Select Advanced) field

    I was recently asked how to change the view order of the drop down in a SSA field (Advanced Search Select/Search Select Advanced). The sorting is always on the view field for the SSA field in alphabetical order. You cannot change that. But you can change which field is used for the view field. How...
  • Blog Post: Injecting javascript into system action screens with no Custom Content field

    ** Note a better technique is described in this blog post ** One of the very nice features of CRM is the Custom Content field on screens. They allow you to enhance the functionality of screens and add business logic to be processed client-side, making for a smoother user experience. But there are...